13FBOX
INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL · 13F 机构持仓分析
期权收益计算器 机构排行
I

INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL

KAPR
持有机构数
104
机构合计市值 (Q2 2026)
$1.60亿
机构合计股数 (Q2 2026)
402.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+113.8万股
44 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-22.0万股
39 · 6 清仓 · ≈
⚖️ 净额
+91.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.60亿
持有机构数
104
新买入
12
加仓
32
减仓
33
清仓
6
持股不变
27
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Allworth金融Allworth Financial LP
0.15%<0.01%#26$3,515.5万88.3万股$7.9万2,169股+88.1万股+40,623.93%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#51$2,152.1万54.1万股$1,898.6万52.4万股+1.7万股+3.24%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#59$970.4万24.4万股$875.3万24.1万股+2,362股+0.98%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#68$658.7万16.6万股$464.0万12.8万股+3.8万股+29.31%加仓
Tradition Wealth Management, LLC
0.32%0.34%#10$530.1万13.3万股$483.9万13.3万股-299股-0.22%减仓
ODonnell Financial Services, LLC
1.42%1.62%#3$482.9万12.1万股$470.1万13.0万股-8,341股-6.43%减仓
BFI Wealth Solutions, LLC
3.5%4.15%#1$472.9万11.9万股$432.2万11.8万股+349股+0.29%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#88$460.7万11.6万股$251.3万6.9万股+4.6万股+67.01%加仓
RED CRANE WEALTH MANAGEMENT, LLC
3.05%3.13%#2$414.8万10.4万股$380.5万10.5万股-750股-0.71%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#87$386.6万9.7万股$353.3万9.7万股-339股-0.35%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#62$350.7万8.8万股$380.9万10.5万股-1.7万股-16.14%减仓
FIRST COMMONWEALTH FINANCIAL CORP /PA/
0.46%0.47%#6$328.6万8.3万股$292.6万8.1万股+1,827股+2.26%加仓
Onyx Bridge Wealth Group LLC
0.29%0.33%#13$317.7万8.0万股$306.5万8.5万股-4,725股-5.59%减仓
威廉·布莱尔BLAIR WILLIAM & CO/IL
0.01%0.01%#67$307.5万7.7万股$336.3万9.3万股-1.6万股-16.73%减仓
Berkshire Money Management, Inc.
0.2%0.33%#17$221.4万5.6万股$326.7万9.0万股-3.5万股-38.29%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#72$195.3万4.9万股$177.1万4.9万股+214股+0.44%加仓
Wood Tarver Financial Group, LLC
0.39%0.42%#7$166.8万4.2万股$151.5万4.2万股+99股+0.24%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#82$138.7万3.5万股$126.4万3.5万股00.00%持仓不变
Horizon投资Horizon Investments, LLC
0.01%0.02%#55$138.6万3.5万股$225.9万6.2万股-2.7万股-44.10%减仓
FOUNDERS FINANCIAL SECURITIES LLC
0.07%0.07%#35$138.6万3.5万股$117.4万3.2万股+3,326股+10.56%加仓
Diligent Investors, LLC
0.28%0.26%#14$124.0万3.1万股$105.9万2.9万股+1,938股+6.63%加仓
Main Street Financial Solutions, LLC
0.07%#36$113.2万2.8万股$00股+2.8万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#98$111.0万2.8万股$68.1万1.9万股+9,087股+48.36%加仓
Compass Advisory Group LLC
0.26%0.26%#15$107.8万2.7万股$98.2万2.7万股00.00%持仓不变
DHJJ Financial Advisors, Ltd.
0.31%0.3%#11$107.7万2.7万股$90.7万2.5万股+2,051股+8.20%加仓
咨询服务网络Advisory Services Network, LLC
0.01%0.01%#60$107.3万2.7万股$99.6万2.7万股-515股-1.87%减仓
Fragasso Financial Advisors Inc
0.06%0.06%#39$106.3万2.7万股$97.6万2.7万股00.00%持仓不变
TopTier Wealth Management, LLC
0.61%0.62%#5$101.1万2.5万股$101.1万2.8万股-2,492股-8.94%减仓
WEALTH ALLIANCE, LLC
0.08%0.08%#33$97.4万2.4万股$85.7万2.4万股+826股+3.49%加仓
Weaver Consulting Group
0.19%0.2%#20$90.9万2.3万股$82.8万2.3万股00.00%持仓不变
Miller Financial Services LLC
0.72%0.9%#4$88.9万2.2万股$81.9万2.3万股-250股-1.11%减仓
PFS Partners, LLC
0.36%0.37%#8$88.9万2.2万股$81.7万2.3万股-189股-0.84%减仓
Faithward Advisors, LLC
0.1%0.1%#29$83.9万2.1万股$67.9万1.9万股+2,344股+12.52%加仓
Capital Analysts, LLC
0.02%0.02%#53$82.0万2.1万股$81.9万2.3万股-2,701股-11.59%减仓
Jacobi Capital Management LLC
0.04%0.04%#41$80.1万2.0万股$73.8万2.0万股-220股-1.08%减仓
Valtinson Bruner Financial Planning LLC
0.18%0.16%#21$70.7万1.8万股$57.5万1.6万股+1,890股+11.91%加仓
Berger Financial Group, Inc
0.04%0.04%#42$68.9万1.7万股$78.4万2.2万股-4,307股-19.91%减仓
AdvisorNet Financial, Inc
0.03%0.03%#45$68.6万1.7万股$62.2万1.7万股+70股+0.41%加仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.03%0.03%#44$67.6万1.7万股$62.7万1.7万股-317股-1.83%减仓
FSA Advisors, Inc.
0.3%0.42%#12$66.0万1.7万股$63.1万1.7万股-843股-4.84%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#89$65.4万1.6万股$62.0万1.7万股-670股-3.92%减仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#74$65.3万1.6万股$61.9万1.7万股-649股-3.80%减仓
Straight Path Wealth Management
0.15%0.15%#27$62.1万1.6万股$56.3万1.6万股+78股+0.50%加仓
Janney Montgomery Scott LLC
<0.01%#85$61.6万1.5万股$00股+1.5万股新买入
Keating Financial Advisory Services, Inc.
0.08%0.09%#34$61.5万1.5万股$54.7万1.5万股+378股+2.51%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#84$59.0万1.5万股$00股+1.5万股新买入
IFP顾问IFP Advisors, Inc
0.01%0.01%#64$53.8万1.4万股$24.2万6,689股+6,838股+102.23%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
<0.01%0.01%#73$52.0万1.3万股$47.3万1.3万股00.00%持仓不变
Ameritas咨询服务Ameritas Advisory Services, LLC
0.01%#63$51.7万1.3万股$00股+1.3万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#102$50.9万1.3万股$00股+1.3万股新买入

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